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Todd Stevens

Todd Stevens

SR. Financial-Business Analyst-FP&A

Talent
Phoenix, AZMember since October 28, 2026
HIPAA privacy complianceSAPGAAPSAASSQLERPCRMHana Software-People’s SoftwareBluebeam SoftwareAgile & Jira SoftwareVOIP (Voice Over IP) certifiedCorporate-GAAP Accountingsection 508Program & Project Manager of Operations & Customer ServiceEMRGoogle DocsIQVIA ClaimsAccurintEPIC Oracle software- cloud Health CloudProgram & Project ManagementSAP_ERP-ECC-S/4 Hana SoftwareLexisNexisWorkBench SoftwareASC 606 revenue recognitioninventory datasets-867 & 852Forecasting & budgeting terms of relief programsBusiness AnalystManufacturing of businessMicrosoft PowerBIMicrosoft Dynamic CRM
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HIPAA privacy complianceSAPGAAPSAASSQL

About

AP processing, AML Business Analysis-professional inter-pleasant Negotiator & budgeting of program, head of negotiations, Basel III-KYC Checks-Transactions-with mergers & acquisitions KYC Operations Analyst potential market, credit & wholesale risks of illegal intentions, particularly in financial transactions, investigating & protecting the companies & client’s MONEY-Laundering-utilizing Use of LTIMindtree Software-&

• CRM-Microsoft Dynamic compliance, Data Governance, Basel III FICO-credit risk SAP &

• ERP-Hana &

• People’s Software rate liquidity & business mgt, as per requests of credit departments, & including any Project Mgt in commercial construction & all financial & banking activities-reporting statistics & request for financial needs & stats of KPI &

• GAAP reporting-with SQL programming to help keep them from bankruptcy, Subject Matter Expert (SME) knowledge & wage garnishment, with bank levy-language-utilizing Wipro software-helping our customers, colleagues, & communities thrive i Uses SAP (Software Applications Products), in VIA forecasting & budgeting of the term of program &

Experience

SR. Financial-Business Analyst-FP&A at Sunrise Law Group USA (2008-10 – Present)

  • AP processing, AML Business Analysis-professional inter-pleasant Negotiator & budgeting of program, head of negotiations, Basel III-KYC Checks-Transactions-with mergers & acquisitions KYC Operations Analyst potential market, credit & wholesale risks of illegal intentions, particularly in financial transactions, investigating & protecting the companies & client’s MONEY-Laundering-utilizing Use of LTIMindtree Software-& CRM-Microsoft Dynamic compliance, Data Governance, Basel III FICO-credit risk & analyst-in reading and improving FICO worthiness-through
  • SAP & ERP-Hana & People’s Software rate liquidity & business mgt, as per requests of credit departments, & including any Project Mgt in commercial construction & all financial & banking activities-reporting statistics & request for financial needs & stats of KPI & GAAP reporting-with SQL programming to help keep them from bankruptcy, Subject Matter Expert (SME) knowledge & wage garnishment, with bank levy-language-utilizing Wipro software-helping our customers, colleagues, & communities thrive in an ever-changing world-comprehensive-portfolio mgt of services, strong commitment to sustainability holistic portfolio of capabilities in consulting, engineering, operations, & emerging technologies to help clients realize their boldest ambitions & build future-ready, sustainable businesses.
  • Uses SAP (Software Applications Products), in VIA forecasting & budgeting of the term of program &
  • data processing in Enterprise Resource Planning (ERP), which are used to attract the customer & business interactions
  • Negotiator-of the debt relief program for consumers financial debts-managed CHATS through Zen Chat
  • Manage the Inside Sales Team-Call Center-through HCM-Gave comprehensive guidance on with mergers & acquisitions, strategies to properly close a deal which included overall productivity of the workforce.
  • The Comprehensive Cost & Requirement System (CCAR) Business Development of sales strategy, training on skip tracing skills, hands-on manager, with claims & collections of debts, having a relentless attitude, with business analyze their data making sure they use the sales process, Cold calling prospects, to set appointments & scheduling times to create a sales methodology As an Operations Manager, i gained Experiential supervisory skills.
  • Involved analysis of physical payments including, hardware, software & processor solutions for POS-Financial & Banking Modeling
  • Familiar & experienced in performing editing & validation of payment data delivered via the various input channels. USE of MicroSoft Power Bi & CRM software
  • revenue & cost estimates, using-PPNR work streams Coached, motivated time mgt & trained the sales representatives while maintaining customer base. Initiate initial interview & communication of prospects
  • Experience of working on Payment Engines (GPP - Global Pay Plus).
  • Trained Quality Assurance verification & Microsoft Dynamic, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled
  • Use KPI metrics, (Key Performance Indicators) & GAAP (Generally Accepted Accounting Practices) to help determine best sales results-section 508 & training
  • Run & assist in the training & mgt of the Customer Support Department-reviewed & made decisions on the handling of customer complaints, to help grow the sales floor
  • Trained representatives in SalesForce (SFDC) & SharePoint 365 &) utilizing CRM-Microsoft Dynamic CRM & SharePoint 365 was used for team collaboration, to help develop sales strategy, to assist & help with overall teamwork-use of ERP-CRM-Experienced in various payment systems modules like Repair services, including intelligent auto-repair & self-learning, Batch bulking & debulking of payments, Tracking payment status in real-time using both push (real-time alerts) & pull (look up services) models etc.
  • Strong written, analytical & verbal communication skills, Very detailed oriented, with excellent communication skills
  • Used Tableau, Snowflake Software & EPIC software- Health Cloud software which Empowers You with mergers & acquisitions Insights for Decision-Making at the Speed of Thought -Use of Excel-Pivot Tables and V-look-ups

Customer Care Specialist at UnitedHealth Group (2015-09 – 2022-06)

  • Utilized an Electronic Medical Record (EMR) of health-related information on an individual that can be created, gathered, managed, & consulted by authorized clinicians & staff within one health care group or organization.
  • OSHA 30-certification-CASE Management, general safety and health hazards-training for construction and VOIP (Voice Over IP) certified industry prepares supervisors
  • Assist the consumer in filling their medication and prescriptions and with Distribution
  • Assist pharmacy in getting OR updating Prior Authorizations for medications that needed a PA
  • Operations & Administrative support using database software
  • Utilization system effectiveness, management/third party Administrator/Customer Service Representative
  • HIPAA Privacy Compliance Training- which included the use of FDA regulatories
  • Veeva Pharmacy & Life Science Software-EPIC-Oracle software- cloud-computing company focused on pharmaceutical and life sciences industry applications-EPIC & Oracle software- cloud and Health Cloud
  • McKesson Pharmacy Management software-and services streamline drug dispensing, promote patient medication adherence & clinical programs, & manage medical claims and benefits.
  • RX30-Pharmacy- System is an Oracle cloud-based pharmacy management platform. It allows users to manage and process medical prescriptions and Distribution
  • Manage daily functions, which included managing and analyzing quality assurance of the medications, medical devices through TrackWise QMS Software & listening to employees’ calls to make sure they performed with the habit of top notch quality for each of our patients. Contact with their medical facility, nursing home or their medical coordinator
  • Quality Assurance Complaint Specialist II∙ Process and investigate complaints per 21 CFR Part 820 and Standard Operating Procedures (SOP).∙ Evaluate complaints and assess decision trees to determine if Medical Device Reporting (MDR) is necessary.∙ Certified to process & utilize MedWatch reports (eMDR) in accordance with 21 CFR Part 803 through 6 Sigma.
  • Advanced understanding and interpretation of the Quality System Regularities, such as 21 CFR 820, 21 CFR 803, and ISO-13485. used Tableau and BI Assistant Empowers You w/ Insights for Decision-Making at the Speed of Thought. IBM watsonx software for help with healthcare problem solving∙ Subject Matter Expert (SME) knowledge of sensor and transmitter related investigations.∙ Prepare weekly and quarterly metrics for Distribution∙ Support internal, external, and third-party audits.∙ Writes customer complaints and product investigations, helping to assess risk, identify root cause, CAPA (Corrective And Preventive Action) plans,and implementing solutions with business partners.

Education

Bachelor’s Degree in Accounting – University of Kansas (1990-05)

Skills

SR. Financial-Business Analyst-FP&A

Reviews

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